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Otter Tail

Name Holding Trade Value Shares
Change
Change in
Stake
RWG
151
Regal Wealth Group
California
$26K +$204 +5 +0.8%
WFA
152
West Financial Advisors
Iowa
$24K +$23.3K +572 New
Fidelity Investments
153
Fidelity Investments
Massachusetts
$22K +$3.99K +98 +23%
SIS
154
Sound Income Strategies
Florida
$21K
CBT
155
CoreFirst Bank & Trust
Kansas
$21K +$20.4K +500 New
EWM
156
Edge Wealth Management
New York
$14K
CAGAS
157
Capital Advisory Group Advisory Services
Minnesota
$13K
FBT
158
First Bank & Trust
South Dakota
$13K
HWM
159
HighMark Wealth Management
Minnesota
$13K +$122 +3 +1%
IA
160
IFP Advisors
Florida
$12K
PA
161
Parallel Advisors
California
$12K
Jones Financial Companies
162
Jones Financial Companies
Missouri
$11K +$10.6K +259 New
IBOK
163
Independence Bank of Kentucky
Kentucky
$9K
RFA
164
Reilly Financial Advisors
California
$7K
AF
165
Allworth Financial
California
$5K +$41 +1 +0.9%
PHK
166
Point72 Hong Kong
Hong Kong
$5K +$4.81K +118 New
SFS
167
Sowell Financial Services
Arkansas
$4K -$1.71K -42 -30%
S
168
SignatureFD
Georgia
$4K +$1.96K +48 +102%
EI
169
Ellevest Inc
New York
$3K +$367 +9 +14%
TWM
170
Tradition Wealth Management
Minnesota
$3K +$3.1K +76 New
PK
171
Pflug Koory
Nebraska
$2K
ACM
172
AUA Capital Management
Pennsylvania
$1K
LC
173
Lindbrook Capital
California
$1K
VCM
174
Versant Capital Management
Arizona
$1K
QCG
175
Quadrant Capital Group
Ohio
$1K +$611 +15 +150%